FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification

Wealth Managers stand at the digital epicenter of a tectonic fault, which is threatening to disrupt the banking landscape as we have known it for centuries. The transforming forces at play are impressive: the once dominant "offering side" (platforms, banks, fund managers) is pushed by regulators towards a "constrained offering" norm, while the "demand side" (private clients and independent advisors) is surging to take a more conscious and proactive role thanks to digital means and social media. The book goes deeper below the disrupted surface of this phenomenon of banking transformation and provides clear insights about what happens in its cavities, where digitalization is teaming up with demographical changes and social media connectivity forcing established economic interests to collide with social transformations.